March 25th (Friday), the main contents of today’s headlines are:
China Securities Journal
Ten thousand enterprises “grab junk” 100 billion power battery recycling war started ahead of schedule
The power battery recycling industry started in 2020 and entered the white hot competition stage in 2021. The reason is that the sales volume of new energy vehicles increased significantly in 2021, resulting in the early arrival of the “100 billion outlet” of power battery recycling. However, under the upsurge of “robbing rags” of 10000 enterprises, problems such as disorderly competition, bad money expelling good money, potential environmental hazards and so on have become increasingly prominent.
Demonstrate the power of “retreat” and “retreat” strongly
Experts said that in the more than one year since the implementation of the “strictest new regulations on delisting in history”, the expectation of normalized delisting has increased. Under the expectation of fully implementing the stock issuance registration system, the clearing of venture companies will be further accelerated, so as to effectively enhance the resource allocation capacity of the market and promote the stable operation of China’s securities market.
Ministry of Commerce: take multiple measures to support the rescue and difficulty solving of small, medium and micro foreign trade enterprises
Shu jueteng, spokesman of the Ministry of Commerce, said at the regular press conference of the Ministry of Commerce on March 24 that the Ministry of Commerce will take multiple measures to help foreign trade enterprises cope with external uncertainty with the certainty of policies, support the rescue and difficulty solving of small, medium-sized and micro foreign trade enterprises, and be confident to maintain the operation of foreign trade in a reasonable range throughout the year.
Several funds relaxed the purchase restrictions and the low-level layout of fund managers
There is no lack of fund managers who have relaxed the purchase limit for more than 20 billion fund products for three consecutive days. Many fund managers said that although it is difficult to judge the short-term market trend, the extreme pessimism of the market has been repaired. For a long time, it is expected to make good profits by actively seizing opportunities and mining high-quality companies at the current time point
Shanghai Securities News
Market sentiment stabilized and the margin of new fund issuance warmed up
Compared with the establishment of 63 new funds in February this year and the issuance scale of only 33.767 billion yuan, the recent fund issuance market has gradually stabilized. Statistics show that as of March 24, according to the fund establishment date, 128 new funds have been established since March, with a total issuance scale of 77.655 billion yuan. Among them, the average issuance share of the new fund has reached 607 million yuan since March, higher than the average issuance share of 536 million yuan in February.
Lun nickel fluctuates violently, and the industry calls for returning to rationality as soon as possible
A number of industry experts told reporters that lunni’s limit rise again on the 23rd was mainly affected by the expiration of deferred delivery and the centralized closing of short positions. At present, the pricing mechanism of lunni is chaotic, the trading volume has decreased significantly, and invalid transactions have occurred many times after the resumption of trading on March 16, with low industrial recognition. The current high nickel price has had a serious adverse impact on the downstream electroplating and stainless steel industry. The industry generally calls on lunni to return to a rational and orderly trading environment as soon as possible.
AI enters the banking industry, redefines the service format, and technology companies stare at 100 billion “cakes”
The digital transformation of banks is moving towards in-depth development, the frequency of customers visiting bank outlets is reduced, intelligent customer service has become a “standard configuration”, and mobile banking acts as a “Facade”. Banks competed to show their “muscles” in science and technology and spared no effort in information technology investment. Some bank executives even put forward the heroic words of “no ceiling on financial technology investment”.
Local financial state owned assets chess game: frequent equity transfer and ambitious financial control platform
The reporter noted that in the recent year, at least three listed banks announced the administrative transfer of some equity to the local financial holding platform. The latest example is Industrial Bank Co.Ltd(601166) . The people’s Bank of China has recently approved the establishment of two financial holding groups, one of which is a local financial holding group. The reporter learned from multiple channels that many provinces across the country are seeking financial holding licenses, such as Guangxi, Jiangxi and Sichuan. A chess game of local financial state-owned assets has begun to fall
Securities Times
Policy red envelope makes the development of hydrogen energy more stable
Recently, the hydrogen energy industry has received another “policy red envelope”, the successful release of the medium and long term plan for the development of hydrogen energy industry (20212035) has “ignited” the capital market, and the trend of hydrogen energy concept stocks is active. Several securities companies released research reports, saying that the plan is not only a “catalyst” for the accelerated development of the hydrogen energy industry, but also will accelerate the transformation of traditional energy and improve the application proportion of renewable energy.
The repurchase amount of Shenzhen company exceeded 10 billion during the year, and senior executives frequently increased their holdings
Since this year, 46 listed companies in Shenzhen have announced their intention to repurchase. During this period, more than 180 listed companies have repurchased their shares, with a total repurchase amount of more than 10 billion yuan. In addition, the controlling shareholder, actual controller and Dong Jiangao of 24 listed companies disclosed the shareholding increase plan, and the proposed shareholding increase amount is about 1.5 billion yuan.
The differentiation of real estate enterprises intensifies, and “good students” make steady progress
With the in-depth adjustment of the real estate market, the differentiation between real estate enterprises is more obvious. Recently, while some real estate enterprises with financial difficulties are busy paying off their buildings, paying off their debts, communicating with creditors about the extension and delaying the release of performance, some high-quality real estate enterprises – “good students” in the real estate market have successively released brilliant annual performance reports for 2021. The reporter combed the performance press conference information of several real estate enterprises, and the “good students” are still full of confidence in the current and future development of the industry.
Photovoltaic integrated layout trend is difficult to stop, and the industrial layout changes quietly
For a long time in the past, the photovoltaic industry has been a pattern of coexistence of specialized manufacturers and integrated manufacturers: the former focuses on one or two links of the industry and achieves the best of products; The latter carries out the layout of the whole industrial chain, and the products extend from silicon wafers and batteries to components, so as to maximize the internal retention of profits. However, this pattern seems to be being broken, and integration has gradually become the mainstream
Securities Daily
The central bank moderately carried out reverse repurchase operation to release the signal of stabilizing the market
By the end of the month and the end of the quarter, in order to maintain the reasonable and abundant liquidity of the banking system, the people’s Bank of China has recently strengthened its open market operation. On March 17, the central bank launched a 7-day reverse repo operation of 80 billion yuan, a 7-day reverse repo operation of 30 billion yuan on March 18 and 19, respectively, and a daily operation volume of 20 billion yuan from March 20 to March 24.
A number of major hydrogen energy and UHV projects started intensively
Since March, many places have made continuous efforts to stabilize investment and intensively started a number of major projects, among which hydrogen energy and UHV projects have become highlights. Experts believe that the acceleration of major project construction has laid a solid foundation for economic development this year.
The success rate of new fund raising has risen from the bottom of the stage, and the company has “added” products in line with the policy
Since March, the number and average issuance share of new funds have increased significantly compared with the same period in February, and the success rate of new fund raising has risen from the bottom of the stage. Experts interviewed by the reporter believe that with the stabilization of market sentiment, fund issuance is gradually warming up.
Listed companies “bond issuance” repurchase “applaud or not?
Since this year, the ranks of listed companies that repurchase shares have continued to expand. Data show that as of March 24 this year, 220 listed companies in the A-share market have announced repurchase plans, an increase of 46% over the same period last year. Among them, four listed companies plan to repurchase shares by issuing bonds, which is different
people’s daily
The intensive release of local cultivation support policies has added momentum to the development of “specialized and special new” small and medium-sized enterprises
In November 2021, the office of the leading group for promoting the development of small and medium-sized enterprises of the State Council issued the list of practical things to be done for “specialized and special new” small and medium-sized enterprises and several measures to enhance the competitiveness of small and medium-sized enterprises, so as to concentrate and accumulate energy for the development and growth of “specialized and special new” small and medium-sized enterprises. Up to now, a total of 19 provinces, autonomous regions and municipalities have launched special policies to support the development of “specialized and special new” small and medium-sized enterprises, with financial support of more than 4 billion yuan
21st Century Business Herald
In the first quarter, the scale of convertible bonds was close to 80 billion yuan: the market enthusiasm was high, and there was only one convertible bond lower than 100 yuan
In the first quarter of this year, the financing scale of convertible bonds has been close to 80 billion yuan, which is the financing peak of convertible bonds in the first quarter of the past three years. In the first quarter of last year, the financing scale of convertible bond market was 45 billion yuan, less than 40 billion yuan in the same period of 2020. For the large increase in the scale of convertible bonds, the market believes that it is mainly due to the issuance of convertible bonds by financial institutions and photovoltaic industry, of which the scale of heavy silver convertible bonds alone has reached 13 billion yuan.
This year, the focus of research on commercial value will be accelerated
The next generation mobile communication technology represented by 6G is the focus and research hotspot of all parties at present. The traditional communication technology power, the world’s leading operators and technology companies and relevant research institutions have joined the ranks of 6G R & D
first finance
The concept of hydrogen energy continues to rise. It’s better to explore the “hydrogen content” of A-Shares first
Recently, the national development and Reform Commission issued the medium and long term plan for the development of hydrogen energy industry (20212035), detonating the hydrogen energy concept stock. However, a number of employees in the hydrogen energy industry told reporters that the hydrogen energy industry is in the initial stage of industry development, and the “hydrogen content” of some hot listed companies is not high. There are risks in investment and greater risks in speculation.
Wall Street has become a highland of “wage inflation”, and the average return hit a record high in 2021
The good days of Wall Street seem to be back. According to the latest report of the auditor general of New York State, the bonus amount of Wall Street jumped by more than 20% in 2021, and the average remuneration reached an all-time high of US $257500 (about 1.64 million yuan). According to the Bureau of labor statistics, the average weekly income of all U.S. private sector employees increased by only 2% in 2021
economic reference
When the “off-season is not light” coal production increase measures are frequent, the supervision takes the initiative to start the special verification of energy supply and stable price
The thermal coal market, which should have entered the traditional off-season, is still hot recently. From exploring the introduction of new policies and measures to increase production and ensure supply, to the launch of supervision and the special verification of the signing and performance of medium and long-term contracts, the action of ensuring supply and stabilizing price of coal has been continuous since March, and the average daily output has moved forward from 11.64 million tons in the previous two months to the goal of “stabilizing above 12 million tons”.
Expand high-level opening to the outside world and promote the “stability and quality improvement” of foreign trade throughout the year
This year’s government work report proposes to expand high-level opening to the outside world and promote the steady development of foreign trade and foreign investment. We should make full use of the two markets and two resources and constantly expand foreign economic and trade cooperation. Since the beginning of this year, the steady growth policy has worked well. With the gradual implementation of more specific measures to stabilize foreign trade, foreign trade throughout the year is expected to “maintain stability and improve quality”.
